A detailed history of Heartwood Wealth Advisors LLC transactions in Diageo PLC stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,481 shares of DEO stock, worth $187,435. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,481
Holding current value
$187,435
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$120.02 - $140.77 $177,749 - $208,480
1,481 New
1,481 $207,000
Q2 2023

Jul 19, 2023

SELL
$167.1 - $189.25 $25,399 - $28,766
-152 Reduced 9.31%
1,481 $256,000
Q4 2022

Jan 12, 2023

BUY
$162.98 - $191.39 $28,521 - $33,493
175 Added 12.0%
1,633 $0
Q3 2022

Oct 25, 2022

SELL
$46.05 - $192.22 $874 - $3,652
-19 Reduced 1.29%
1,458 $248,000
Q2 2022

Jul 25, 2022

BUY
$167.67 - $211.86 $247,648 - $312,917
1,477 New
1,477 $257,000

Others Institutions Holding DEO

About DIAGEO PLC


  • Ticker DEO
  • Exchange OTC
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 569,436,992
  • Market Cap $72.1B
  • Description
  • Diageo plc, together with its subsidiaries, produces, markets, and sells alcoholic beverages. The company offers scotch, whisky, gin, vodka, rum, ready to drink products, raki, liqueur, wine, tequila, Canadian whisky, American whiskey, cachaca, and brandy, as well as beer, including cider and non-alcoholic products. It provides its products unde...
More about DEO
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